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| Provider | Service type | Compensation |
|---|---|---|
EFS ADVISOR4 years Filed as: EFS ADVISORS Service code 26 1995 E RUM RIVER DRIVE S · CAMBRIDGE, MN 55008 | Advisory (Participants) | $56,995 |
PENSERV PLAN SERVICES, INC.10+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $17,020 |
LT TRUST COMPANY9 years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $8,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,063 | $60,393+35.9% | $81,820+0.3% | $74,429+10.3% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 14.07% | 16.89%-2.8pp | 777.93%-763.9pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $2,494 | $2,626-5.0% | $2,915-14.4% | $2,625-5.0% |
| Participant deferral / active EE | $7,167 | $3,397+111.0% | $4,323+65.8% | $4,348+64.8% |
| Admin fee / account holder | $312 | $1,491-79.1% | $7,391-95.8% | $1,944-83.9% |